Global Search

Find anything in your deal from a single search bar. Press Cmd+K (Mac) or Ctrl+K (Windows) to search requests, documents, discussions, and team members instantly.

Overview

As you manage more deals and collaborate with more people, finding specific information gets harder. Which deal had that environmental assessment? What did the seller say about the lease renewal in chat? Where is the most recent version of the purchase agreement?

Global Search gives you one place to find everything within your current deal, returning results from requests, documents, discussions, and team member profiles. Results appear instantly as you type, and you can click any result to navigate directly to the item.

Using Global Search

There are two ways to open Global Search:

• Keyboard shortcut — Press Cmd+K (Mac) or Ctrl+K (Windows) from any page in the application.
• Search icon — Click the search icon in the top navigation bar.

Once the search modal opens:

1. Start typing — Results appear as you type, with no need to press Enter. The search is fast and results refine with each character.
2. Review results — Results are grouped by type (requests, documents, discussions, people) so you can quickly scan for what you need.
3. Navigate to an item — Click a result or use the arrow keys to highlight a result and press Enter. You are taken directly to the item in its deal context.
4. Close search — Press Escape or click outside the modal to close it.

What You Can Search

Global Search indexes every major data type in Vetting Vault. Here is what you can find:

Requests

Search for request items by name, description, or category. This is the fastest way to find a specific request when you know what it is called but do not remember which deal or category it is in.

• Search by request name (e.g., “tax returns”, “lease agreement”)
• Search by description keywords
• Search by category name (e.g., “Financial”, “Legal”)
• Results show the request name, status, deal name, and category

Documents

Find uploaded files by their file name or file type. When you need to locate a specific document across multiple deals, this is faster than opening each deal individually.

• Search by file name (e.g., “2024 P&L”, “Articles of Incorporation”)
• Search by file type (e.g., “PDF”, “Excel”)
• Results show the file name, associated request, and deal name
• Click a result to open the file preview or download it

Discussions

Search across Deal Chat conversations, Q&A threads, and comments on requests to find past discussions by keyword. This is useful when you remember a conversation but need to find the exact message, question, or comment.

• Search by message content, question text, answer content, or request comments
• Results show the message snippet, sender, and date
• Click a result to jump directly to the relevant chat message, Q&A thread, or request

Team Members

Search for people across your deals by name. This is a quick way to find someone’s profile, see which deals they are on, or view their recent activity.

• Search by first name, last name, or email
• Results show the person’s name, role, and the deals they participate in

Search Results

Search results are designed to help you find what you need quickly and navigate to it with minimal clicks.

• Grouped by type — Results are organized into sections (Requests, Documents, Discussions, People) so you can scan the right category.
• Click to navigate — Every result is a direct link. Click it and you are taken to the exact item in the context of its deal. No extra navigation needed.
• Recent searches — Global Search remembers your recent queries. When you open the search modal, your recent searches appear as suggestions you can click to re-run.
• Keyboard navigation — Use the up and down arrow keys to move between results and press Enter to open the highlighted item. Press Escape to close the modal. You can navigate entirely without touching the mouse.

Filters and Refinement

When a search returns too many results, filters help you narrow down to exactly what you need.

• Filter by type — Show only results of a specific type (requests, documents, discussions, or people). Click a type filter chip to narrow your results to that category.
• Combine filters — Use multiple filters together for precise results. For example, filter to “Documents” to find a specific file, or to “Discussions” to find a past conversation.

Tips for Effective Search

A few simple habits make Global Search even more powerful:

• Use specific keywords — “2024 federal tax return” returns better results than “tax.” The more specific your query, the fewer irrelevant results you need to wade through.
• Search by file type — If you are looking for a specific kind of document, include the format in your search. For example, “balance sheet PDF” or “cap table Excel.”
• Use request category names — Searching for “Financial” or “Legal” surfaces all requests in that category across all your deals.
• Search for team member names — Enter a person’s name to find their profile and see their activity across deals. This is useful when you need to find something they uploaded, commented on, or discussed in chat.
• Use search for quick navigation — Even when you know where something is, Global Search is often faster than clicking through the navigation. Press Cmd+K, type a few keywords, and click to jump there instantly.